Morningstar, Inc. 401(k) Plan
What public Form 5500 filings show about the Morningstar, Inc. 401(k) plan — and how to find and check your own account.
The Morningstar, Inc. 401(k) on its latest Form 5500
Morningstar, Inc. (EIN 36-3297908) reports MORNINGSTAR, INC. 401(K) PLAN on its most recent Form 5500, with $1.0B in plan assets across 3,334 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Morningstar, Inc. filing — schedules, fees, and providers.
Who runs the Morningstar, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Morningstar, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HIGHTOWER ADVISORS, JMG FINANCIAL GROUP, CHARLES SCHWAB & CO.
How to check your Morningstar, Inc. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask Morningstar, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).